MV Capital Management, Inc. IVV Holdings History
MV Capital Management, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2024-06-30, MV Capital Management, Inc. held 136,213.00 shares of iShares Core S&P 500 ETF(IVV), totaling $74.54 Mil. This investment constitutes 8.38% of their stock portfolio, and MV Capital Management, Inc. now holds -% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2015Q1. And since then MV Capital Management, Inc. has made 20 purchases of IVV, at an average price of $347.85, for a total of 156,280.00 shares. In addition, there have been 7 sales at an average price of $277.55 for 20,067.00 shares. Based on historical transaction data and IVV's current price of $582.67, MV Capital Management, Inc.'s estimated gain on his IVV holdings is $30.58 Mil, reflecting a 56.24% gain to date.
MV Capital Management, Inc. IVV ($582.67) Holding Chart
MV Capital Management, Inc. IVV ($582.67) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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